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Pinion Investment Advisors, LLC: PLTR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinion Investment Advisors, LLC on PLTR, newest first. How the timeline and the estimate are built.

Pinion Investment Advisors, LLC held 5,321 PLTR shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,321 shares
    Change vs previous 13F +450 shares

    0.12% of the 13F portfolio, value $620,801.

    13F-HR 0001738738-26-000005 filed by Pinion Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,871 shares
    Change vs previous 13F -121 shares

    0.17% of the 13F portfolio, value $712,530.

    13F-HR 0001738738-26-000002 filed by Pinion Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,992 shares
    Change vs previous 13F +149 shares

    0.22% of the 13F portfolio, value $887,328.

    13F-HR 0001738738-26-000001 filed by Pinion Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,843 shares
    Change vs previous 13F +1,370 shares

    0.24% of the 13F portfolio, value $894,163.

    13F-HR 0001738738-25-000006 filed by Pinion Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,473 shares
    Change vs previous 13F +168 shares

    0.16% of the 13F portfolio, value $473,440.

    13F-HR 0001738738-25-000004 filed by Pinion Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,305 shares
    Change vs previous 13F +136 shares

    0.06% of the 13F portfolio, value $278,942.

    13F-HR 0001738738-25-000003 filed by Pinion Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,169 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $239,672.

    13F-HR 0001738738-25-000001 filed by Pinion Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).